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15. Making Your Views Available
Dashboards
A dashboard is a collection of worksheets and supporting information shown in a single view so you can compare and monitor a variety of data simultaneously. For example, you may have a set of views that you review very day. Rather than flipping through each worksheet, you can create a dashboard that displays all the views at once.
Similar to worksheets, dashboards are shown as tabs at the bottom of the workbook and update with the most recent data from the data source. When you create a dashboard, you can add views from any worksheet in the workbook. You can also add a variety of supporting objects such as text areas, web pages, and images. From the dashboard, you can format, annotate, drill-down, edit axes, and more.
Understanding the Connections between Dashboards and Worksheets
The views in a dashboard are connected to the worksheets they represent. When you make changes to a view, either on the worksheet directly or on its dashboard representation, both locations will show your changes. This interaction is important to remember when configuring the views in your dashboard.
Edit the Original Worksheet
From the dashboard, you can easily return to a worksheet by clicking on its tab at the bottom of the workbook, or by using either of these convenient methods:
• Click the view on the dashboard to select it. In the upper right corner of the view’s border, click the small gray drop – down arrow, and then click Go to Sheet on the menu.
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• Click the Go to Sheet button that appears in the upper right corner of any view, selected or not, when you hover over it.
Duplicate a Worksheet
• Click the view on the dashboard to select it. In the upper right corner of the view’s border, click the small gray drop- down arrow, and then click Duplicate Sheet on the menu.
Hide a Worksheet
You can hide worksheets so that they are not shown in the filmstrip, sheet sorter, or in the tabs along the bottom of the workbook.
• Right-click on the worksheet tab, and then select Hide Sheet.
Tiled or Floating Objects
Dashboard objects can be tiled or floating. Tiled objects are arranged in a grid, while floating objects can be layered on top of other objects.
Dashboard Device Layout
After you have built a dashboard, you can create layouts that are specific to particular devices. You can tailor a dashboard’s composition and corner according to the screen size for different devices, such as a phone, tablet, or desktop.
Preview for Different Devices
1. Click Device Preview in the Dashboard page.
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2. When the dashboard is in a preview mode, select a device type and, optionally, a model for the selected device.
Add a Device Layout
1. If you wish to add a layout for a particular device, choose Device Layouts on the Dashboard menu, and click the desired device type, or click the Add > Device Type > Layout button.
When a device layout is added, you will see it appear on the Dashboard tab, under the Default dashboard layout.
The default dashboard is the parent dashboard and device specific layouts are the children.
2. To customize the new dashboard layout, click the Custom button. Objects can be rearranged or removed, as desired. Changes are specified to the device layout. The default dashboard will remain the same.
Worksheet and Filters
When you bring in worksheets to a dashboard, their corresponding filters and legends come to the dashboard too. Duplicate or unnecessary filters and legends can be deleted from the dashboard.
Extend Worksheet Filters
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The filters that are placed automatically on the dashboard can easily be extended to apply to othe worksheets in the dashboard.
Using Worksheet as Filters
You can also use the worksheets in the dashboard as filters for the other views in the dashboard. To use a worksheet as a filter:
• Click the filter button on the top right of the view.
• Or click the drop-down arrow and choose Use as Filter.
Dashboard Actions (Created in Tableau Desktop)
Tableau enables you to connect dashboard worksheets to other worksheets in the same workbook using Highlight and Filter actions, and to external web resources using URL actions.
Highlight Actions
Use highlight actions to call attention to marks of interest by coloring select marks and dimming all others. You can highlight marks in the view by selecting the marks you want to highlight, using the color legend to select related marks, or creating an advanced highlight action.
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1. On the Dashboard menu, click Actions
2. In the Actions dialog, click the Add Action button, and then select Highlight.
3. Use the following setting for the highlight:
For this field Enter
Name Give the Highlight action a meaningful name.
Source Sheets Sheets(s) containing the marks you are using to initiate your highlighting.
Run action on Choose Hover, Select, or Menu (see Options for Running Actions below for a description)
Target Sheets Sheet(s) to be highlighted by the Source sheet(s).
Target Highligting
Select the items that will be highlighted by the source sheet action.
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Filter Actions
Use filter actions to send information between worksheets, typically from a selected mark to another sheet showing related information.
1. On the Dashboard menu, click Actions
2. In the Actions dialog, click the Add Action button, and then select Filter.
3. Use the following setting for the filter:
For this field Enter
Name Give the Filter action a meaningful name.
Source Sheets Sheets(s) containing the marks you are using to initiate your filtering.
Run action on Choose Hover, Select, or Menu (see Options for Running Actions below for a description)
Target Sheets Sheet(s) to be highlighted by the Source sheet(s).
Clearing the selection will
How the values display after the filter is cleared:
• Leave the filter continues filtering based on last selection.
• Show all values removes the filter.
• Exclude all values removes the filter and hides the view until the next selection is made.
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URL Actions
A URL action is a hyperlink that points to a webpage, file, or other web-based resource outside of Tableau. Use URL actions to link to more information about your data. To make the link relevant to your data, you can substitute field values of a selection into the link text and URL as parameters.
1. On the Dashboard menu, click Actions
2. In the Actions dialog, click the Add Action button, and then select URL.
3. Use the following setting for the URL actions:
For this field Enter
Name Name of the URL action-will be used as the link text.
Source Sheets Sheets(s) as to use the source.
Run action on Choose Hover, Select, or Menu (see Options for Running Actions below for a description)
URL URL link of the outside data source you want to use.
URL Options URL Encode Data Values: if you have values in your data that are not allowable in a URL, select the option so those values are translated to URL encoded characters.
Allow Multiple Values: select if you are linking to a website that can take lists of values as parameters in the link. You must also indicate the item delimiter, and delimiter escape.
4. Click OK. For the URL action shown in the image above, the following options were selected.
Note: the use of <Well Name>, one of the Dimensions from the source worksheet, in the URL text (Name) and link (URL).
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Go to Sheet Action
Use the Go to Sheet action to let users quickly navigate to a related visualization—a dashboard, sheet, or story—when they click on a mark or a tooltip menu item in the original view.
Note: To simply navigate from one dashboard to another, without requiring users to interact with data, consider using the Button object.
To create do the following:
1. From your dashboard, select Dashboard > Actions.
2. In the Actions dialog box, click Add Action and then select Go to Sheet.
3. Specify a name for action. (If you choose to run the action using a menu, the name you specify here is what's displayed.)
4. Under Source Sheets, select the view that will initiate the action.
5. Specify how people viewing your dashboard will run the action. Select or Menu are the best choices for a navigation action.
If you choose Select, consider selecting the Run on single select option so users won't navigate away from the view when exploring multiple marks.
6. For Target Sheet, select the navigation destination that appears when users click marks or tooltip menu items in the source sheet. Then click OK.
Options for Running Actions
You can set all types of dashboard actions to run in one of three ways: Hover, Select, Menu.
For this field Action
Hover Rest the pointer over a mark in the view to run the action. This option works well for Highlight and Filter actions within a dashboard.
Select Click on a mark in the view to run the action. This option works well for all
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Practice: Building a Dashboard
Using Cybertrend Superstore Sample.xlsx, create three view according to the following specification:
1. View One : Percent of Sales by Region
2. View Two : Sales by Product Category, filter by Year (Order Date), Profit as a Color marks.
3. View Three : Create Scatter Plot that compares Sales with Profit values, add Customer Name to the worksheet’s level of detail, use color to show the Region.
4. Create a Dashboard and name it “Sales Dashboard”, change the setting for size to Laptop and select Show Title.
• Drag the three worksheets onto the dashboard space in a way that is visually appealing
• Set the View One and View Three to fit entire view, Set View Two to Normal fit.
• Remove unnecessary legend items, or move them closer to the view they reference
• Make the Order Date (Year) filter global (that is, the filter applies to all worksheets in the view)
• Make the Pie Chart (view one) interactive by choosing Use a Filter.
Direction:
View One: - Drag Region from Dimensions to Color on the Marks card.
- Duplicate Region to Label - Change Automatic to Pie
- Drag Sales from Measures to Angle
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- Change title become “Percent of Sales by Region”
View Two: - Drag Category from Dimensions to Rows - Drag Sales from Measures to Columns - Sort the bar as descending
- Drag Order Date to Filter by Year, and show the filter
- Drag Profit from Measures to Color and Label on the Marks card - Change title become “Sales by Product Category”
View Three: - Drag Profit to Rows and Sales to Columns
- Drag Customer Name from Dimensions to Detail on the Marks card - Drag Region from Dimensions to Color on the Marks card
- Change Automatic to Circle and add black border on the Marks card - Change title become “Plot of Sales”
Dashboard: - Drag the three worksheets onto the dashboard space in a way that is visually appealing
- Set the View One and View Three to fit entire view, Set View Two to Normal fit.
- Remove unnecessary legend items, or move them closer to the view they reference - Make the Order Date (Year) filter global (that is, the filter applies to all worksheets in
the view)
Make the Pie Chart (view one) interactive by choosing Use a Filter.